Services Summary
What can GCD provide to me, my family or my business.... (click section heading links)
Financial Planning
- Complete lifetime cash flow analysis
- Determine financial ability to retire and required investment returns
- 2nd opinion on existing plans
- Income distribution strategies
- Ongoing monitoring
- Vacation home feasibility
- Leaving financial legacies for heirs and/or charities
- Social security maximization
- All taxes included: federal, state, payroll, real estate, estate
Investments
- Risk assessment
- Asset allocation analysis
- Ongoing monitoring and rebalancing
- Stocks/bonds/mutual funds
- 401k/deferred compensation
- College funding (529 plans, etc.)
- Lending capabilities
Annuities
- Analysis and selection
- Product comparisons
- Integration into cash flow planning
Stock Option and Restricted Stock Unit (RSU) Planning
Insurance, Estate Planning, & Other
- Plan review and analysis
- Life insurance
- Long term care
- Coordination of creation/review of new/existing documents
- Survivor needs review
- Charitable gifting strategies
Other Services
Tax Planning & Prep
- Preparation for individuals, small businesses, trusts and estates
- Planning and minimization services
- Governmental audit/inquiry responses and representation
- Response to specific customized questions per client
- Rental property acquisition/maintenance/ liquidation analysis
- Tax harvesting to reduce capital gains taxes on investments we manage and don’t manage
- Trust and estate income tax planning
Business Services
- Entity formation (i.e. LLC, S corp, C corp, trust, etc.)
- Retirement plan setup, administration and maintenance
- Operational efficiency implementation
- Succession planning
- Buy/sell analysis
- Cash flow management
- Strategic business planning
GCD Communications
- 3 business hour response time to all inquiries
- No additional charges for simple email or telephone inquiries
- Simplified billing
- Email newsletter
- Monthly lifestyle magazine for investment clients
- Periodic emails regarding markets and portfolios
- Periodic client events